Investing

active-build internal-capability / capital stewardship (no external revenue — internal-revenue bet only)

Operating capability for deploying founder capital. Source-aggregated theses + paper-trade validation + audit-trail execution via Alpaca.

hq.raydata.co/bets/investing

at a glance

Stage
v2 toolchain buildout
Paper portfolio
$100k
Buckets
5
Watchlist
3

open decisions 0

No open decisions for Investing.

closed decisions 9
decided
INTC double-count fix top-up ($1,250) — go / archive?
→ approve
2026-05-18
decided
Deploy NVIDIA supply-chain v1 paper trade (picks-and-shovels split of AI-infra-chips bucket) — go / revise / defer / archive?
→ approve
2026-05-18
decided
Deploy NVIDIA-adjacent v1 paper trade (competitors + parallel-track split of AI-infra-chips bucket) — go / revise / defer / archive?
→ approve
2026-05-18
deferred
Deploy elon-verse v1 paper trade (TSLA 1R, INTC overlap noted) — go / revise / defer / archive?
→ DEFER
2026-05-18
decided
Deploy smart-money-mirror v1 paper portfolio ($15k initial across 6 names, $5k reserve) — go / revise / defer / archive?
→ approve
2026-05-18
decided
Deploy memory cycle v1.1 paper trade (post-backtest spec revision) — go / revise / defer / archive?
→ archive
2026-05-18
decided
Deploy power cycle v1.1 paper trade (post-backtest spec revision + basket expansion) — go / revise / defer / archive?
→ approve
2026-05-18
decided
Deploy memory cycle v1 paper trade — go / revise / defer / archive?
→ archive
2026-05-17
decided
Deploy power layer v1 paper trade — go / revise / defer / archive?
→ revise
2026-05-17

recent vault notes 0

No vault notes match this bet's path prefixes (01-projects/investing).